NEW YORK (TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Monday:

Cramer said that while there was nothing said during Halliburton's (HAL) conference call about gross margins getting better, the analysts seem to think they are, which is sending shares higher. He said analysts are also betting NetApp (NTAP) will make its estimates. If that happens, Cramer said shares go to $45. HAL shares ended Monday up 1.4% while NTAP was up nearly 1%.

Cramer was upbeat on the possibility of Waste Management (WM) converting into a REIT, but was left scratching his head on how Jos. A. Bank (JOSB) could blame "election uncertainty" for slow suit sales. WM was up 2.2% but JOSB fell out of fashion with investors, who sent the stock down 15%.

Rounding out the group, Cramer was bullish on Timkin Steel (TKR) , a company whose CEO he interviewed on last week's "Mad Money," and said he would be bullish on office supply giant Staples (SPLS) if small business creation ever got moving again. TKR was flat while SPLS ended the trading day up 3%.

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